Tracking Movement in the Bond, Interest Rate, & Housing Markets

We kick off this week looking at the bond yield and the risk/reward that the bond/fixed income market presents. We’ll also look at how interest rates/inflation are affecting housing, stocks, the odds of a recession, and general consumer spending. 

Key Takeaways

• [00:16] - Looking at the Bond yield
• [07:38] - The risk/reward of bonds now and in the future
• [11:45] - An update on mortgage rates and the housing market
• [15:50] - How is the stock market reacting?
• [19:21] - Real estate index fund performance

Links

• The recent surge in the yield on the 10-year US Government bonds. 
• US Treasuries, who is holding the bag?
• Ultra-long-duration Treasury bonds have lost more in % than stocks during the Great Financial Crisis
• Timmer: the higher rates go, the more compelling the risk-reward becomes for bonds
• Have bonds finally reached escape velocity?
• Bond buyers battered as Austria's 100-year note shows the danger of duration risk
• Goldman Sachs expects the 30-year fixed mortgage rate to average 6.8% in 2024
• How the U.S. stock market typically declines historically
• Truflation
• VNQ, the ETF Vanguard real estate index fund
• Fear and Greed Index

Connect with our hosts

• Doug Stokes
• Greg Stokes
• Stokes Family Office

Subscribe and stay in touch

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• lagniappe.stokesfamilyoffice.com

Disclosure

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.